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FERNANDEZ WEALTH MANAGEMENT, LLC

Advisory

FL

Data as of May 5, 2026 · Source: SEC Form ADV

Rank in FL
#1,608
of 2,610 advisers by AUM
Average account
$268K
across 190 accounts
AUM per adviser
$51M
1 adviser

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM
$51M
Discretionary %
100%
Clients
105
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ARBOGAST FINANCIAL ADVISORS, LLC
MELBOURNE, FL
$51M
DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC
JUPITER, FL
$51M
+6.6% 1Y
O'CONNOR PORTFOLIO MANAGEMENT LLC
$51M
PATAP FINANCIAL SERVICES, INC.
$51M
ARTHUR J. STITES, P.A.
JACKSONVILLE, FL
$51M
-6.2% 1Y
FIDUCIARY GLOBAL ADVISORS
$51M

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